program & technical manual development - nascsp … · • assists with the program manual ......

1 | Weatherization Assistance Program eere.energy.gov

NASCSP Newcomers Orientation March 2014

Weatherization Assistance Program

Program & Technical Manual Development

Learning Objectives

By attending this session, participants will be able to:

• Describe the structure and purpose of: – Program Manuals.

– Technical Manuals.

– Field Guides.

• Discuss the roles and the responsibilities of the Program Manager (PM) in the development of program manuals.

• Evaluate various processes for creating manuals.

2 | Weatherization Assistance Program: Program & Technical Manual Development

Overview

Program (Operations) Manual

Technical Manual

Field Guide


We don’t make our best decisions…


The Program Managers’ Role

Grantee Program Manager:

• Oversees the production of program manuals, technical manuals, and field guides every 5 years.

• Assigns staff/contractors or Subgrantees to develop these documents.

• Fosters an atmosphere that supports the development of quality documents. This includes seeking the buy‐in of the practitioners.

Subgrantee Program Manager:

• Assists with the program manual development.

• Works with the Auditors/Inspectors to write the technical manuals.

• Participates in the manual review processes.


Program Standards Development

Program Manual #1

Examples of some state’s Weatherization Program Manuals.


Program Manual #2

The Program Manual should include:

• Goals and mission statement.

• Organizational structure.

• List of board members and board meeting schedule.

• Staff positions and lines of authority.

• Hiring process.

• Service delivery plan.


Program Manual #3


• Health and Safety (H&S) plan.

• Training and technical assistance (T&TA) plan.

• Quality Control/Quality assurance process.

• Findings response plan.


Program Manual #4


• References to 10 CFR 440, Appendix A, 10 CFR 660, and all Grantee plans, technical manuals and field guides.

• Billing process.

• Fiscal requirements.

• Complaint resolution.

• Appendices.


Rules of the Game


Technical Manual #1

Examples of some state weatherization operations manuals.


Standard Work Specifications

Defining the Work.

Communicating Expectations of the Work.

Inspecting the Work.

Training Individuals to do the Work.


Technical Manual #2

The Technical Manual should:

• Be created at the Grantee or regional level.

• Be clearly written in layman’s terms, avoiding jargon.

• Include measurable indicators of quality installation.

• Combine narrative, pictures, and illustrations.

• Clearly describe how and in which circumstances to perform each task.

• Show alternative methods to arrive at an acceptable end result.

• Allow for revision as technology and DOE mandates change.

• Reference 10 CFR 440, Appendix A, and the SWS.

• Reference all applicable codes.


Field Guide #1


How to do what we do


Field Guide Guidance


Some Rules You Should be Aware Of

• By April 1, 2015

• Grantees will distribute field guides and field standards that conform to the SWS to all subgrantees.

• All units reported to DOE as completed will be inspected to ensure compliance with the specifications outlined in the SWS.

• Beginning of Grantee’s Program Year 2015

• All quality control inspections, including final inspections and monitoring inspections, must be conducted and signed off by a certified QCI.


Training and Technical Assistance

SWS Field Guide Template Tool


Training and Technical Assistance


Resources

• Sample Field Standards and Field Guides at www.waptac.org ‐ Technical Tools >> Field Standards & Guides

• Standard Work Specifications (SWS) ‐ sws.nrel.gov – Complete set of specifications and field guide template

• Building Codes: www.iccsafe.org (Check local town offices for copies)

• Code Check (quick references for building, electrical, HVAC, etc. codes) – www.codecheck.com


Summary

Manuals establish clear expectations for weatherization work and how the CAA’s weatherization program functions. • The Program Manual explains day‐to‐day program operations.

• The Technical Manual sets an expectation of quality, covers acceptable installation methods, and explains the reasons for installing individual measures.

• The Field Guide shows how to install individual measures.

• The Grantee PM oversees the production of these documents.

• The Grantee PM must foster an atmosphere that supports development of quality documents.

• The Grantee PM must not rush the process as the involvement and buy‐in of practitioners are key to success.


program & technical manual development - nascsp … · • assists with the program manual ......

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